Junior Financial Planner | Newlands, Cape Town

• Our client, a successful Independent Financial Advisory specializing in local and offshore investments and financial planning, is looking for a financial planning professional to join their growing team. This role is highly suited for a professional with 1 to 3 years of working experience in the fields of financial planning and investment advice. The successful applicant will step into a structured environment and receive a book of existing clients, as well as daily new prospective client leads. Our client offers a productive, supportive culture rooted in teamwork, continuous learning, and personal development.

Responsibilities:

• Work as part of a professional team based in our client's Newlands office.
• Meet with prospective clients in person at the office or virtually via Zoom or Teams.
• Follow an established onboarding process to successfully bring on new clients.
• Advise existing and prospective clients on their investment portfolios.
• Provide dedicated advice to clients on offshore investing.
• Assist clients with wills, estate planning, and tax planning.
• Prepare and conduct comprehensive investment reviews for clients.
• Continuously learn about markets, various investment vehicles, and tax regulations.
• Handle client queries professionally and efficiently.
• Keep accurate and updated records of new and existing clients.
• Monitor FICA compliance across client accounts.

Requirements:

• Minimum of 1 to 3 years of working experience as a financial planner.
• Essential experience in onboarding and servicing investment clients with a variety of investment vehicles.
• Full fluency (both speech and writing) in English and Afrikaans.
• A relevant degree is required; a BCom, BusSci, or Honours degree is preferable.
• Must have passed the RE5 regulatory exam.
• Applicants holding the Certified Financial Planner CFP® qualification, or those currently studying towards it, will be given preference.
• Proficiency in MS Office applications, including Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills.
• A strong ability to manage time effectively.
• An aptitude and drive for continued learning.